Log in

Philadelphia Estate Planning Council


Investment Strategist/ Portfolio Manager - Legacy Advisors

Saturday, October 21, 2023 1:43 PM | Anonymous

This position is responsible for building and analyzing client portfolios as well as conducting manager due diligence and monitoring investment manager performance. The PM will also provide support to the Chief Investment Strategist (CIS) and Legacy Client Advisors in providing support for new business development initiatives (from an investment perspective) and contributing to the ISM’s overarching manager research and asset allocation activities. You will play an integral part in ensuring our clients’ assets are always aligned with their personal objectives.

Click here to download the full job description.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

Powered by Wild Apricot Membership Software